Financial & Data Management
Turn Your Financial Data into Confident Decisions.
At CMS, we pride ourselves on being at the forefront of financial services. From financial modelling and payroll to Power BI dashboards and data management, we help businesses build accurate numbers, clean data and the insight needed to grow.
Financial Modelling • Payroll • Accounting • Consulting • Power BI • Smartsheet • Data
Services
What We Do Best
Two practices, one team: financial expertise that keeps your numbers right, and data capability that makes those numbers useful.
ccounts Receivable & Payable (AR/AP)
Streamlining customer billing, payment tracking, and vendor disbursements to maintain steady cash flow.
Historical Catch-Up & Cleanup
Reconciling past-due accounts, correcting misclassifications, and organizing ledgers into CPA-ready financial statements.
Budgeting & Forecasting
Building actionable monthly budgets and multi-year financial projections to guide operational spending and growth.
Inventory & Cost Accounting
Tracking inventory valuations, cost of goods sold (COGS), and product margins for retail, e-commerce, and physical goods businesses.
Tax Preparation Support & Compliance
Organizing financial records, year-end balance sheets, and schedules for seamless handoffs to tax CPAs.
KPI & Financial Dashboarding
Designing real-time visual executive dashboards to track core profitability, working capital, and operational performance metrics.
Data Processing
Cleansing, transforming and validating large datasets so every report starts from reliable numbers.
Data Management
Structured, secure and well-governed data, organised for easy access, accurate reporting and scale.
OUR WORK
Our Portfolios
Full-Cycle Bookkeeping & Audit Readiness for Non-Profit Organizations
Clean-Up & Full-Cycle Accounting (Generic Business Solutions)
E-Commerce Bookkeeping & Multi-Channel Inventory Reconciliation
Sensitivity analysis of single and double variable
Sensitivity analysis of single and double variable
Sensitivity analysis of single and double variable
E-Commerce Sales & Customer Analytics Power BI Dashboard
Financial Performance & Working Capital | FP&A Power BI Dashboard
Adventure Works Sales Performance Power BI Dashboard
Financial Services
Finance That Keeps Your Business Moving
We excel in identifying and placing exceptional leaders who are instrumental in driving successful businesses, and we bring the same standard to the numbers behind them. Our diverse financial services encompass:
From building investor-ready financial models and running accurate payroll to keeping your books compliant and advising on cash flow, investment and growth, our team gives you one reliable partner for every financial need.
Data & Analytics
Find the Insight in Your Data.
Power BI
Transforming data into actionable insights
Smartsheet
Smarter workflows, less manual work
Data Processing
From raw exports to reliable numbers
Data Management
Organised, secure and ready to scale
How We Work
Assess. Build. Automate. Report.
Assess
Understand where you stand
We review your books, payroll, systems and data sources to find gaps, risks and quick wins.
Build
Design the right foundation
Models, charts of accounts, data pipelines and workflows tailored to your business.
Automate
Remove the manual work
Recurring payroll, reconciliations, data refreshes and Smartsheet automations that run on time.
Report
Decide with confidence
Clear statements and live Power BI dashboards, with expert advice on what the numbers mean.
Why CMS
A Partner You Can Count On.
We combine financial rigour with modern data tools, so you get numbers you can trust and the insight to act on them.
Experienced Professionals
Qualified accountants, analysts and data specialists who understand both finance and technology.
Accuracy & Compliance
Every figure is reviewed and every filing is on time, keeping you compliant and audit-ready.
Confidential & Secure
Your financial and employee data is handled with strict access controls and confidentiality.
Tailored to You
No one-size-fits-all packages. Services scale with your business, from startup to enterprise.
Fast Turnaround
Clear timelines, quick responses and reporting delivered when you need it.
Ongoing Support
A dedicated point of contact who knows your business and is there after delivery.
What Clients Say
Testimonials
Praises Khalid as excellent to work with and diligent about turning around revisions quickly; has hired him repeatedly and plans to continue.
Calls him professional, fast, and says the work came out beautifully; second time hiring and expects to hire again.
Notes easy collaboration and communication, on-time delivery, and keeps him on a shortlist for logo work.
We couldn't be happier with Khalid. He was able to accommodate all of our requests and got everything up and running in a timely matter. I highly recommend him.
Get Started Today
Ready to Take Control of Your Numbers?
- Free initial consultation
- Clear, fixed-scope proposals
- Finance & data experts in one team
- Confidential and secure handling